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Sequoia Financial Buys $3.8 Billion Minnesota RIA
Sequoia Financial said it is buying Carlson Capital Management, a Northfield, Minn.-based investment advisory firm with $3.8 billion in client assets. The deal gives Akron Ohio-based Sequoia four ...
Longview News-Journal1mon
Sequoia Financial Group to Acquire Carlson Capital Management, $3.8 Billion Wealth Manager
LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a Northfield, Minnesota ...
Twin Cities Business1mon
Jason Kley, CFP®, AIF®, MBA
Carlson Capital Management’s Jason Kley, CFP®, AIF®, MBA, Senior Integrated Wealth Advisor and Director of Operational Excellence, was elected to a three-year term on the national Board of ...
Business Insider India6y
Carlson Capital is bleeding assets in its stock-picking fund following the departure of one of its portfolio managers
Carlson's Black Diamond Thematic fund ... including Jana Partners and BlueMountain Capital Management, have axed their long-short equity funds already in 2019. The field's reputation has taken ...
Business Insider India5y
Carlson Capital's latest investor letter reveals market-lagging flagship funds, and insiders say two more portfolio managers have jumped ship
Carlson's tough 2019 continues ... while Sidhu is now a portfolio manager for Segantii Capital Management in London, according to their LinkedIn profiles. The departed employees either did ...